All the features to manage projects and inventory in one solution
TidyEnterprise is our premier product with every feature from TidyWork and TidyStock and more included.
Select your country at the top of the calculator to get your currency. Slide the dot in the calculator to work out the cost of TidyEnterprise for your business.
- Features:
- Quotes and sales
- Projects
- Stock
- Reporting
- General
User range
Manager user
Min: 4 Max: Unlimited
Team user
Min: 2 Max: Unlimited
What's the difference?
- Quotes and sales:
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Quotes
Create Quotes and track where they are at with five different quote stages. Accepted quotes create a new project.
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Invoicing
Create invoices in TidyEnterprise and push them through to your Xero accounting system.
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Packing slips and sales orders
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Advanced pricing
Price tiers, quantity and customer specific pricing
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Multiple currencies
Set your prices and invoices in several currencies
- Projects:
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Project: Planning
Plan your project from proposal to invoice. Create a new project or clone a previous one.
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Project: Milestones
TidyEnterprise allows you to define milestones on your projects and sends alerts if you fall behind.
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Project: Tracking
View all project components - cost, profitability and timeliness – on the TidyEnterprise console.
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Task lists
Assign tasks to your team or let them select their own tasks from the pool of jobs.
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Self-estimation
Collaborate with your team - if a team member estimates the time required for a task differently to the project manager’s estimate, that difference shows up in the Project Edit screen.
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Record time, materials and expenses
Submit Time, Material and expenses in just one click as soon as users make their entries, or at the end of a day or week - whatever suits your business.
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Review and approve work
Check off and approve work before it’s billed, or auto-approve completed work to further streamline your business.
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Resource scheduling: standard
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Resource scheduling: advanced
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Sub-contractors
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Machines as users
- Stock:
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Managed stock
Managed stock requires every change to unit and stock level be formally made via sales, purchase orders and adjustments
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Unmanaged stock
Unlike managed stock, the unit cost and stock level are simply overtyped. This makes them easier to work with but you can't keep a history of adjustments over time.
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Purchase orders
Purchase order approval
Create and manage
Receipt orders
Split receipts
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Assemblies
Also known as a bill of materials – several materials are used together to create a higher-level, composite component – you can assemble items from complete parts, e.g. Bicycle, or create something new, e.g. Assemble a recipe from part-components.
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Bulk input: stock and stocktake
Available upon request.
Professional service fee applies.
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Allocating materials to tasks
This feature allows materials to be assigned (written) to tasks, so they can be grouped together.
Create sub projects, or groups within a project that include both labour and materials. This is useful for breaking down a project into phases or steps when quoting. It also allows for reports to be broken down in the same way.
- Connections:
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Xero
Connection
Click the Xero icon within TidyEnterprise to create a draft or final invoice in Xero, ready to approve and send out. View a PDF of the final Xero invoice in TidyEnterprise.
Learn more -
Microsoft Outlook
Connection
TidyEnterprise integrates easily with Microsoft Outlook.
Learn more -
CRM: Capsule CRM
Connection
TidyEnterprise integrates with Capsule CRM.
Learn more -
File storage: Dropbox
Connection
Integrate your Dropbox documents into TidyEnterprise
Learn more -
Payroll systems
Connection
TidyEnterprise integrates with
- IMS Payroll - Learn more
- iPayroll - Learn more
- Smart Payroll - Learn more
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Microsoft Project
Connection
Integrate Microsoft Project into TidyEnterprise and get a Gantt view of your project schedule.
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CloudLink - CAT
Connection
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API
Connection
Our API allows customers and third-party integrators to connect other applications to TidyEnterprise and exchange data.
- Reporting:
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Personalised dashboard
A personalised dashboard contains just the information required for Project Manager, HR Administrator or Team Member.
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Standard reporting
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Advanced reporting to spec available
- General:
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Notifications in customer portal
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Mobile access
Use your iPhone, iPad, smartphone or tablet to enter your details or manage your project.
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Data import and export: general
Input your data manually or as bulk CSV import/export
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Support
Access help from within TidyEnterprise with our tracked email / ticket system.
If you have any questions, press the support link at the bottom of your screen. You will receive an email acknowledging your question and an individual support ticket number.
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Notifications
Receive project alerts via text.
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Custom branding
Customise your quote templates, purchase orders and invoices with your own branding.
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Bulk input: time and sales
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Professional services
Utilise our professional services team to find solutions to your unique needs.
Professional service rates apply.
Subscription fee calculator
Slide dot to select number of users
| Enterprise plan | $ | 299 | |
| Manager user | 4 | x$ | 29 |
| Team user | 2 | x$ | 10 |
| Total | NZD325 | ||
|
per month |
|||
All prices exclude sales tax
Try TidyEnterprise FREEWhat’s the difference between a Manager User and a Team User?
The individual’s role in the company defines what access to the product they need. People tasked with data entry don’t need access to all the information stored within the software.
A Manager User has access to all of the roles a Team User has, plus they can use the following three roles:
- Project Manager can create and edit projects.
- Resource Manager relates mainly to Human Resource Managers; they have the ability to add and manage users.
- Systems Manager people who manage the settings in Tidy software.